Ian V. Mcginnis
Professional summary
Ian Vincent Mcginnis, who also goes by Ian Mcginnis, was a registered financial advisor .
Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ian had worked at 4 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 3, 2025 - Present
Office #1: 4500 Interstate 55 North Frontage Road, Suite 278, Jackson, MS 39211
November 10, 2021 - October 3, 2025
DAVIS PRIVATE WEALTH, LLC
November 12, 2020 - August 11, 2021
MML INVESTORS SERVICES, LLC
October 19, 2020 - August 11, 2021
MML INVESTORS SERVICES, LLC
September 3, 2019 - September 9, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/3/2025)
Exams
Series 6TO
Date: 9/3/2019
Investment Company Products/Variable Contracts Representative ExaminationCurrent firm
No current employment
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
No current employment
TRUST BUT VERIFY
Monitor Ian Mcginnis
Get automatic monthly alerts on:
